+11.9%
COST vs KKR
-12.5%
+24.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.6% | -2.9% | +2.6% |
| 7D | +6.6% | +8.9% | -2.3% | +6.6% |
| 30D | +13.5% | +12.7% | +0.8% | +13.5% |
| 3M | +10.6% | -6.2% | +16.7% | +10.3% |
| 6M | +3.6% | -1.5% | +5.2% | +3.9% |
| YTD | +22.1% | -20.1% | +42.1% | +25.0% |
| 1Y | +11.9% | -13.7% | +25.6% | +13.4% |
| All | +11.9% | -12.5% | +24.4% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded KKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling